AI Holders Summary · Q2 2026

55 institutions reported MODL in Q2 2026. VICTORY CAPITAL MANAGEMENT INC leads at 33.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$288M5.7M0.16%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$104M2.0M0.01%Q2 2026 03

LPL Financial LLC

CIK 0001403438

$73M1.4M0.02%Q2 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$67M1.3M0.02%Q2 2026 05

Integrated Wealth Concepts LLC

CIK 0001737109

$65M1.3M0.32%Q2 2026 06

Janney Montgomery Scott LLC

CIK 0001329948

$58M1.3M0.14%Q1 2026 07

TRUIST FINANCIAL CORP

CIK 0000092230

$54M1.1M0.06%Q2 2026 08

Rockefeller Capital Management L.P.

CIK 0001739439

$30M596K0.05%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$23M454K0.00%Q2 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$21M406K0.00%Q2 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$20M383K0.00%Q2 2026 12

STIFEL FINANCIAL CORP

CIK 0000720672

$18M355K0.02%Q2 2026 13

MBL Wealth, LLC

CIK 0001845785

$13M261K0.91%Q2 2026 14

Steward Partners Investment Advisory, LLC

CIK 0001723397

$8M157K0.04%Q2 2026 15

D.A. DAVIDSON & CO.

CIK 0001080107

$6M112K0.03%Q2 2026 16

Huntleigh Advisors, Inc.

CIK 0001367653

$5M106K0.76%Q2 2026 17

Fairvoy Private Wealth, LLC

CIK 0002046607

$5M101K1.04%Q2 2026 18

Summit Financial, LLC

CIK 0001765536

$5M100K0.06%Q2 2026 19

Tradition Wealth Management, LLC

CIK 0001843010

$4M79K0.25%Q2 2026 20

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M77K0.01%Q1 2026

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